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Chad R. Baker’s Cloudflare NET Stock Holding History

Chad R. Baker’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1M Hold
77,960
– – 3.09% 11
2026
Q1 		$16.1M Sell
77,960
-3,330
-4% -$635K 3.03% 13
2025
Q4 		$16.2M Sell
81,290
-15
-0% -$3.17K 2.91% 12
2025
Q3 		$17.4M Sell
81,305
-14,595
-15% -$2.98M 3% 12
2025
Q2 		$18.8M Hold
95,900
– – 3.49% 11
2025
Q1 		$10.8M Hold
95,900
– – 2.2% 20
2024
Q4 		$10.3M Hold
95,900
– – 2.02% 19
2024
Q3 		$7.76M Hold
95,900
– – 1.52% 27
2024
Q2 		$7.94M Hold
95,900
– – 1.66% 23
2024
Q1 		$9.29M Buy
95,900
+185
+0.2% +$16.8K 1.98% 20
2023
Q4 		$7.97M Buy
95,715
+63,520
+197% +$4.44M 1.79% 23
2023
Q3 		$2.03M Buy
+32,195
New +$2.06M 0.51% 41

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chad R. Baker's NET Position: Q2 2026 in Review

Chad R. Baker held its Cloudflare (NET) position steady in Q2 2026 at 77,960 shares worth $19.1M. The position accounts for 3.09% of the portfolio, ranked #11.

Chad R. Baker first reported a position in NET in Q3 2023 and has held it in 12 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Chad R. Baker held 77,960 shares of Cloudflare worth $19.1M as of Q2 2026.
  • Chad R. Baker left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 3.09% of Chad R. Baker's portfolio in Q2 2026, its #11 holding.
  • Chad R. Baker first reported a position in Cloudflare in Q3 2023 and has held it in 12 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.